The Stone Creek Group provides portfolio management for individuals and small businesses. The firm advises 4 private funds.
The Stone Creek Group reports 92 clients. They include 51 high-net-worth individuals, 36 individual clients and 3 pooled investment vehicles. Of its assets, 66.8% ($167M across 155 accounts) are managed with discretion; $83.2M across 119 accounts are not. Of its clients, 3% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 5% |
| High-net-worth individuals | 55% | 63% |
| Pooled investment vehicles | 3% | 7% |
| Corporations and other businesses | 2% | 25% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 36 | $13.3M | 5.3% | $370K |
| High-net-worth individuals | 51 | $159M | 63.3% | $3.11M |
| Pooled investment vehicles | 3 | $16.8M | 6.7% | $5.6M |
| Corporations and other businesses | Fewer than 5 | $61.8M | 24.7% | $30.9M |
| Total | 92 | $251M | 100% | — |
- Clients
- 36
- Regulatory AUM
- $13.3M
- AUM share
- 5.3%
- Avg. per client
- $370K
- Clients
- 51
- Regulatory AUM
- $159M
- AUM share
- 63.3%
- Avg. per client
- $3.11M
- Clients
- 3
- Regulatory AUM
- $16.8M
- AUM share
- 6.7%
- Avg. per client
- $5.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $61.8M
- AUM share
- 24.7%
- Avg. per client
- $30.9M
Total
- Clients
- 92
- Regulatory AUM
- $251M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
- Financial planning clients last fiscal year
- 0
The Stone Creek Group charges 0.40%–1.30% a year for its Asset management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Fee details and sources
John Robb owns 75% or more of The Stone Creek Group. The leadership team of The Stone Creek Group includes Chief Compliance Officer John Robb. It has 5 employees, 1 of them in advisory roles.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of The Stone Creek Group, LLC
John Robb
Control person · since March 2015
The Stone Creek Group’s regulatory assets grew 1.7× from $148M (March 2022) to $251M (September 2026); clients rose from 71 to 92 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $251M | 92 | 5 | 2 |
| Mar 2025March 2025 | $181M | 90 | 4 | 1 |
| Mar 2024March 2024 | $155M | 84 | 4 | 1 |
| Jul 2023July 2023 | $129M | 78 | 4 | 1 |
| Mar 2022March 2022 | $148M | 71 | 4 | 1 |
Besides its headquarters, The Stone Creek Group has 1 office, with 2 listed addresses in 1 state.
Colorado · 2 listed addresses
- 2390 W. Dartmouth, EnglewoodHQ
- 600 17th Street, Denver
Contact and registration details
- Legal name
- The Stone Creek Group, LLC
- Headquarters
- 2390 W. Dartmouth, Englewood, CO 80110
- Website
- stonecreekgroup.com
- Phone
- 303-226-7370
- @stonecreekgroup
- SEC file
- 801-124710
- Structure
- Delaware LLC
- Fiscal year end
- December
The Stone Creek Group’s named custodian for separately managed accounts is Charles Schwab ($209M). The Stone Creek Group has custody of $112M for 98 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $209M100%
At year end, The Stone Creek Group’s separately managed accounts were mostly in funds (78%) and stocks (19%).
What the accounts hold
- Stocks19%
- Non-exchange-traded equities13%
- Exchange-traded equities6%
- Funds78%
- Bonds1%
- Cash2%
How many clients does The Stone Creek Group have?
The Stone Creek Group has 92 clients and manages $251 million for them, as of September 2026. They include 51 high-net-worth individuals, 36 individual clients and 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does The Stone Creek Group offer?
The Stone Creek Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Stone Creek Group charge?
The Stone Creek Group charges 0.40%–1.30% a year for its Asset management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Which custodians does The Stone Creek Group use?
The Stone Creek Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $209M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does The Stone Creek Group have?
The Stone Creek Group has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Stone Creek Group invest in?
At the end of its last fiscal year, The Stone Creek Group’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 13% non-exchange-traded equities, 6% exchange-traded equities, 2% cash and equivalents and 1% state and local bonds. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Stone Creek Group?
The Stone Creek Group’s direct owner is John Robb (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does The Stone Creek Group get paid?
The Stone Creek Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Stone Creek Group?
The Stone Creek Group’s main office is at 2390 W. Dartmouth, Englewood, CO 80110. Its phone number is 303-226-7370. Its website is stonecreekgroup.com.